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SERVICES

At 7th Street we believe everyone can benefit from financial planning. At the same time we understand that not everyone is in the same place financially or has the same planning needs. As a result, we offer a variety of different plans and price points designed to be catered to fit your unique needs. 

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COMPREHENSIVE PLANNING

Full service financial planning including college planning, insurance review, investment management, tax planning and retirement planning.

From:

$250/mo.

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ANNUAL REVIEW

Annual refresh of status, analysis, recommendations and projections. Requires a previous financial assessment. Does not include planning services between reviews.

From:

$1500/yr

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HOURLY PLANNING

Great option for those looking for a one time plan or to address just a few questions. 

From:

$200/hour

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COLLEGE PLANNING

Work with families to identify schools that are a good financial fit, including assessment of need based and merit aid through determining how to pay.  

$1200

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YOUNG PROFESSIONAL

For those in their 20's that are looking to get started off on the right foot with their personal finances. Get started with investing, take advantage of employer benefits and establish a budget

$100/mo

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© 2024 by 7th Street Financial

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7th St. Financial Inc. (“7th St. Financial”) is a registered investment adviser offering advisory services in the State of Minnesota and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by 7th St. Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of 7th St. Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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